Wealth Creation With Expert Management
We offer portfolio management services leveraging data science and deep equity research to optimise returns, mitigate risks, and ensure your investments align with your financial goals. Our portfolios span large-cap, mid-cap, and small-cap stocks with complementary investment strategies.
How Jama Wealth PMS Benefits You
Diverse Opportunities
Access to top-tier stocks across market caps ensuring a diversified investment portfolio
Data-Driven Selection
Utilizes cutting-edge data science for selecting stocks, simulating investment strategies for superior outcomes
Risk Management
Advanced risk mitigation strategies to protect your investment from significant market downturns
Transparent Tracking
An online portal for real-time portfolio tracking, enhancing your investment experience
Fiduciary Trust
Registered with SEBI as a portfolio manager, prioritizing your financial well-being
Comprehensive Service
From advisory to execution, benefit from seamless, customer-centric service
PMS Services Offered
JEWEL: Large-midcap Stocks
JEWEL portfolio comprises of 15 to 20 high-quality large-cap and mid-cap stocks. This is for investors looking to capitalise on the growth and stability of India's leading companies.
Growth Through Quality: Invest in top-tier companies with proven track records and strong market positions.
Stability & Performance:A curated portfolio aimed at delivering consistent returns and capital appreciation.
Universe: Top 350 Companies
Market Cap: Above ₹ 10,000 crores
SPARK: Smallcap Stocks
SPARK consists of 15 to 20 meticulously selected small-cap stocks, representing the next generation of market leaders. This is for investors aiming to maximise capital growth with a longer time horizon.
- High Growth Potential: Target dynamic small-cap companies with significant upside potential.
- Focused Strategy: Leverage our expertise to identify and invest in tomorrow's market leaders today.
Universe: Next 650 to 1000 Companies
Market Cap: ₹10,000 crores - ₹ 8,000 crores
GEM: Momentum + Quality
GEM offers a strategic blend of 10 to 20 medium to high-quality stocks that exhibit both quality and momentum. This portfolio is perfect for investors seeking to diversify their investments across trending growth opportunities.
Trending Opportunities: Handpicked quality stocks that are setting trends.
Risk Mitigation: A focus on risk with stop loss tracking, anti momentum and market outlook.
Universe: Top 500 Companies
Market Cap: Above ₹ 8,000 crores
Building Wealth with Jama Wealth's Unique Approach
Expertise and Research
Unmatched insights from continuous stocks and equity research
Innovative Techniques
Adoption of data science for informed stock picking and investment strategy simulation
Safeguarding Assets
Commitment to risk mitigation for portfolio protection
Direct Monitoring
Real-time portfolio performance tracking through our online portal
Ethical Advisory
Ensuring client-first approach with SEBI registered fiduciary services
End-to-End Solutions
Comprehensive service spectrum from planning to execution
Key Benefits of Choosing Our PMS
Optimized Wealth Growth
Tailored strategies designed for maximized returns and wealth accumulation
Informed Decision Making
Data-backed stock selection provides a competitive edge
Risk Minimization
Proactive measures in place to shield investments
Transparent Operations
Easy access and visibility into your investment journey
Frequently Asked Questions
What is PMS?
It’s a tailored investment service that offers individualized portfolio management, focusing on achieving specific investor goals.
Why Choose Jama Wealth for PMS?
We combine data science, risk management, and a fiduciary approach to optimize your investment outcomes.
What makes investing in PMS different from Mutual Funds?
It’s a tailored investment service that offers individualized portfolio management, focusing on achieving specific investor goals.
Why Choose Jama Wealth for PMS?
We combine data science, risk management, and a fiduciary approach to optimize your investment outcomes.
How Does PMS Differ from Mutual Funds?
PMS offers personalized investment strategies and direct stock investments, unlike pooled fund investments in mutual funds.
Can I Track My Investment Real-Time?
Yes, our online portal provides up-to-the-minute tracking of your portfolio performance.
Is My Investment Secure with Jama Wealth?
With our risk mitigation strategies and SEBI registration, your investment is in safe hands.
How Do I Start?
Contact us to discuss your financial goals, and we’ll craft a portfolio that aligns with your objectives.
